Insurance Account Manager

2 days ago

Princeton, New Jersey, United States Bankers Insurance Full time
Job Title: Personal Insurance Account Manager

At Bankers Insurance, we are seeking a highly skilled and motivated Personal Insurance Account Manager to join our team. As a key member of our insurance team, you will be responsible for providing exceptional client service and risk management support to our clients.

Key Responsibilities:
  • Provide No Excuse Client Service to assigned accounts, ensuring timely and professional responses to client inquiries and issues.
  • Perform customer service and account management responsibilities, including resolving billing issues, making policy changes, and responding to policy coverage questions.
  • Conduct renewal review processes in accordance with client tiers, agency standards, and workflows.
  • Sell personal insurance products to existing clients, identifying opportunities to increase revenue and improve client satisfaction.
  • Determine reasons for requests for cancellations and take proactive steps to save accounts in accordance with agency standards and workflows.
  • Maintain accurate and up-to-date client files on our computer system, utilizing automation tools to streamline transactions.
  • Build and maintain effective relationships with clients and companies, ensuring seamless communication and collaboration.
  • Stay up-to-date on company websites, rates, forms, and coverage changes through email and webinars, enabling informed decision-making and policy adjustments.
  • Perform all activities related to the public, clients, and companies to avoid potential errors and omissions.
  • Participate in seminars and training to maintain required licenses and enhance knowledge, skills, and leadership development.
Core Competencies:
  • Be a self-starter, well-organized, and display excellent business communication skills, both verbal and written.
  • Be a team player, demonstrating resourcefulness to find win-win solutions for clients, insurance companies, and the agency.
  • Conduct business analysis and interpret reports, making informed decisions to drive business growth.
  • Exhibit a personal commitment to developing insurance knowledge and risk management skills.
  • Possess the ability to deal with conflict and resolve problems, conducting business analysis and interpreting reports.
Requirements:
  • Proficient in Microsoft Office Suite.
  • Two years of consistent employment in a customer service capacity.
  • High School Diploma; College Degree preferred.
  • Property and Casualty license or obtain within 90 days of employment.
  • Insurance designation or working toward insurance designation (i.e. INS, AAI, CISR, ACSR) or ability to demonstrate equivalent knowledge.

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